Signet Financial Management provides investment management and financial planning to individuals, high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Signet offers wealth management services, including investment portfolio management and financial planning. They may use independent managers for a portion of a client's portfolio. Signet also provides retirement plan advisory services to plan sponsors.
Assets Under Management$1.1B
Clients708
Advisors12
Avg. per Client$1.5M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K+ | 1.00% |
Options overlay strategies are available to clients with a minimum of $1 million in assets under management and charge 1.50% annually. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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